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Portfolio (Quarterly) Guide ↗

RHUMBLINE ADVISERS

· CIK 0001115418
13F Portfolio $132.6B AUM 4,189 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4189 New
Page 46 of 210  ·  4,189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 WEX WEX INC Technology 105,297.0 $14.9M 0.01% NEW $141.09 +40.7%
902 MOD MODINE MFG CO COM STK Consumer Cyclical 55,579.0 $14.8M 0.01% NEW $267.02 -26.5%
903 AVAV AEROVIRONMENT INC COM Industrials 89,376.0 $14.8M 0.01% NEW $165.07 -2.6%
904 QLYS QUALYS INC COM Technology 106,980.0 $14.7M 0.01% NEW $137.49 +31.3%
905 BDC BELDEN INC COM Technology 122,595.0 $14.7M 0.01% NEW $119.91 +2.7%
906 VFC V F CORP COM Consumer Cyclical 880,974.0 $14.7M 0.01% NEW $16.68 -13.2%
907 RLI RLI CORP COM Financial Services 248,482.0 $14.7M 0.01% NEW $59.07 +11.0%
908 WYNN WYNN RESORTS LTD COM Consumer Cyclical 150,949.0 $14.7M 0.01% NEW $97.09 +3.9%
909 NWE NORTHWESTERN CORP COM NEW COM NEW Utilities 204,481.0 $14.6M 0.01% NEW $71.62 -2.5%
910 FLUTTER ENTERTAINMENT PLC 143,224.0 $14.6M 0.01% NEW $102.17
911 AN AUTONATION INC Consumer Cyclical 78,693.0 $14.6M 0.01% NEW $185.79 +7.9%
912 ESAB ESAB CORP Industrials 148,130.0 $14.6M 0.01% NEW $98.63 -17.4%
913 LPX LOUISIANA-PACIFIC CORP COM Basic Materials 185,645.0 $14.6M 0.01% NEW $78.66 -5.9%
914 FFIN FIRST FINL BANKSHARES INC COM Financial Services 420,957.0 $14.6M 0.01% NEW $34.60 -1.2%
915 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 356,495.0 $14.6M 0.01% NEW $40.84 +10.4%
916 ALV AUTOLIV INC COM STK Consumer Cyclical 125,243.0 $14.5M 0.01% NEW $116.17 +8.0%
917 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 373,336.0 $14.5M 0.01% NEW $38.96 +10.0%
918 KNF KNIFE RIVER CORP Basic Materials 173,695.0 $14.5M 0.01% NEW $83.65 -20.8%
919 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 76,372.0 $14.5M 0.01% NEW $189.45 -33.4%
920 MTH MERITAGE HOMES CORP COM Consumer Cyclical 171,890.0 $14.4M 0.01% NEW $83.85 -14.2%
Page 46 of 210  ·  4,189 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.9%
Financial Services 11.2%
Industrials 10.3%
Consumer Cyclical 9.9%
Healthcare 9.5%
Communication Services 7.0%
Consumer Defensive 4.5%
Energy 3.4%
Utilities 2.8%
Real Estate 2.7%